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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,342 | $111,785-55.0% | $93,669-46.3% | $145,877-65.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.23% | 203.79%-194.6pp | 133.59%-124.4pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,192 | $3,096-29.2% | $2,424-9.6% | $4,663-53.0% |
| Participant deferral / active EE | $4,290 | $4,919-12.8% | $4,416-2.9% | $6,691-35.9% |
| Admin fee / account holder | $651 | $10,256-93.6% | $8,291-92.1% | $13,402-95.1% |